Andy is a VP in Northwood’s family office advisory group and sits on the management committee. He specializes in helping multi-generational families in the areas of financial planning, investment management, tax and estate planning, and family governance.
In addition to his work with families, Andy co-leads the client operations and technology groups at Northwood.
Prior to joining Northwood in 2015, Andy worked in public accounting as a tax specialist, and spent time at an independent financial planning firm. As a financial literacy advocate, Andy regularly facilitates educational sessions on behalf of CPA Canada for individuals, families, and entrepreneurs.
When not working with families, you can find Andy on the golf course, buried in a non-fiction book, or exploring new restaurants with his wife.
CPA, CA, CFP, CLU, CIM
Bachelor of Accounting (BAcc), Brock University
2010
2015
